Role
Account Manager (banking)
The hiring challenge
They manage a customer portfolio and financial products; in the interview it is hard to tell apart someone who knows how to sell from someone who also knows how to explain costs, risks and fine print without over-promising or placing products that do not fit the customer.
What to assess
Responsible commercial orientation, basic financial knowledge to advise well, communication and an integrity control because they handle money and customer information.
How we build the mix
A person with higher cognitive ability tends to learn faster, reason better and adapt to new problems. For this role it is a good base for the mix.
Related competencies confirm that this capable person can perform the specific functions of the role well, not just reason in the abstract.
A technical assessment (your own or digitized) verifies they can use the tools of the role. Or, as an alternative, DISC to learn the behavioral profile for the role.
Suggested assessment mix for account manager (banking)
9 assessments · variable time. Suggested guide: adjust it to your process.
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They must understand financial products and regulation to advise with judgment.
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Helps observe orientation to commercial results and understanding of the business.
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Helps observe the selling technique and the commercial drive of the role.
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Helps observe the conceptual financial-accounting command the role needs.
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Helps observe customer orientation and the quality of service.
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Helps observe clarity when communicating and the quality of how they treat others.
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Helps observe signals of probity in a role with access to money or sensitive information.
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A commercial role: the selling style gives a signal of the approach toward the customer.
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Handles customers' money and financial information; integrity controls are central.
ⓘ The exact mix and its fit are tuned by Kokoro with you. This mix is a guide, not a closed recipe.